Join or Login for Access

SL advisors Listing
Financial Advisor   

$18MM AUM | $275,000 GDC in New York, NY

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$275,000
Number of Accounts
40
Avg Client Age
52

Overview

I'm looking to grow by small acquisitions and by developing new business. I want to shop and find small client bases in the greater NYC area and tristate.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging